Report a Problem

How to use it

1. Open Guided Actions and choose Report a Problem. Name the workflow and save it.
2. Describe the problem: Record discovery date, location, affected equipment, urgency and safety concerns.
3. Collect evidence: Attach photos and documents in Documents, then record their titles here.
4. Coordinate repair: Record provider, appointment, estimate and repair task reference.
5. Verify resolution: Record actual work, costs, verification date and any follow-up needed.
6. Link supporting existing records and add dated inspections, appointments or communications in Timeline and inspections. Save each dated record explicitly.
7. Create follow-ups in the workflow to reuse assigned Maintenance and its recurrence/reminder controls.
8. Owners preparing transfer or caregiver information can select linked records for a verified recipient's private copy. Review every selection; document originals use the separate curated package. Recipients accept while signed in; owners can revoke future access, but downloaded copies cannot be recalled.
9. Save required outcomes before completing. Reopen with In progress when further work is needed. Workflow and journal records are visible to the household; no legal authority, coverage or payment confirmation is inferred.